Integration
HubSpot pipeline → recurring Excel reports
For RevOps and finance teams that need spreadsheet deliverables from HubSpot without rebuilding exports by hand.
The gap Ilka fills
HubSpot reports are great in-app, but stakeholders, boards, and investors often want a packaged Excel file with summary tabs and clean formatting.
How it works
Connect read-only, define your pipeline or revenue report once, and schedule a recurring run that produces a consistent workbook every week or month.
- Pipeline, deal, and revenue summaries
- Stable column logic across runs
- Run history and failure visibility
Who benefits
RevOps weekly pipeline packs, finance MRR/ARR summaries, and agencies reporting CRM performance to clients in Excel.
- Weekly pipeline pack
- MRR / ARR summary
- Client CRM report
Related: Monthly close use case · Ilka vs Copilot